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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1951
CoreFirst Bank & Trust
Kansas
$38.4K -$47.1K -110 -55%
HBW
1952
Hazlett, Burt & Watson
West Virginia
$38K – – –
RFG
1953
REAP Financial Group
Texas
$37.1K – – –
CJ
1954
Caitlin John
Michigan
$36.8K +$8.14K +19 +28%
RYIA
1955
Roehl & Yi Investment Advisors
Oregon
$36.3K -$2.57K -6 -0%
LWANC
1956
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.2K +$36.4K +85 New
AF
1957
Abound Financial
California
$36K +$36K +84 New
CI
1958
Clal Insurance
Israel
$36K – – –
BW
1959
Basepoint Wealth
Iowa
$36K +$36K +84 New
1CP
1960
1015 Capital Partners
Pennsylvania
$35.4K +$35.6K +83 New
VWA
1961
Valued Wealth Advisors
Utah
$35.2K +$428 +1 +1%
SFAM
1962
Sawyer Falduto Asset Management
Illinois
$35K +$35.1K +82 New
TCM
1963
Tradewinds Capital Management
Washington
$34.5K +$30K +70 +636%
TM
1964
Torren Management
California
$34.2K +$34.3K +80 New
AP
1965
Aspect Partners
Virginia
$34.1K +$2.14K +5 +7%
EI
1966
EFG International
$33.7K +$33.8K +79 New
JFA
1967
JNBA Financial Advisors
Minnesota
$33.7K – – –
EA
1968
Evolution Advisers
Virginia
$33K – – –
RWS
1969
Retirement Wealth Solutions
Wisconsin
$32.4K -$2.14K -5 -6%
YP
1970
YANKCOM Partnership
South Dakota
$31.6K +$5.14K +12 +19%
EBA
1971
Eagle Bay Advisors
New York
$31.6K +$31.7K +74 New
HNW
1972
High Note Wealth
Minnesota
$31.1K +$16.3K +38 +109%
KA
1973
Kozak & Associates
Colorado
$31.1K – – –
CIA
1974
Cape Investment Advisory
Georgia
$30.3K +$22.3K +52 +274%
AWM
1975
Abound Wealth Management
Tennessee
$30K -$428 -1 -1%
77 78
79
80 81